Objective:

• Make changes to the email sent to Clients along with their Bill
• Edit shared Bill through email
• How a Bill addresses a client
• Can I change the email's subject line when sharing a bill?

Environment:

• Clio Manage

Additional Information:

You can include a message when sharing a Bill through Clio, but you cannot customize what is already included.

Answer:

Not at this time. If you would like to add your vote to this feature request, please contact Clio Support.